In the Media

Balentine in the News & Community

With our deep bench of subject matter experts, we are frequently invited to share our knowledge. Below is a collection of recent media publications in which we have been interviewed or featured.

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Liz Thomas Featured in Barron’s

September 06, 2022 | The focus for Liz Thomas, CFP®, Director of Marketing, is nurturing client relationships. She discusses her approach to effective marketing for financial advisors in Barron’s. Read Article.

CAIS Advisory Council – Ben Webb (2022)

April 04, 2022 | Director of Manager Selection and Implementation Ben Webb, CFA was appointed to the CAIS Advisory Council. He joins 22 industry professionals in advising the CAIS Executive Committee on expanding, improving, and testing their alternative investment platform. Read Article.

Financing fuel of the future

April 01, 2022 | Director of Manager Selection and Implementation Ben Webb, CFA shared his thoughts on private capital opportunities created by the shift from fossil fuels to renewable energy sources in an article for Real Assets Adviser.  Read Article.

NFTs: Fad or Frontier – Dispatches from the Metaverse

February 11, 2022 | Head of Family Office Services and Private Capital Mark Bell, Ph.D., met with the CFA Society of North Carolina and gave an informative presentation on NFTs. Watch Here    

Balentine Appoints Jennifer Dangar Chief Operating Officer

February 8, 2022 | Balentine has appointed Jennifer Dangar as Chief Operating Officer to lead the firm's operations, technology, and human resources strategies. Read Article.     

Balentine Utilizes Milestone Growth to Enhance Client Experience

January 28, 2022 | Our clients are our capital, and after a milestone year where we crossed $6 billion in assets under advisement, we are pleased to continue reinvesting to enhance the client experience. Read Article  

Crypto at death’s door: Some tips and considerations for leaving digital assets behind

February 01, 2022 | Mark Bell, Josh Friedland, and Dave Portnoy wrote an article for Real Assets Advisor that outlines tips for bequeathing digital assets after death. Read Article

Robert Balentine Featured On “Standard Deviations” Podcast

November 04, 2021 | Chairman Robert Balentine is featured on the “Standard Deviations” podcast with Dr. Daniel Crosby of Orion Advisor Solutions. In it, Robert discusses wealth, legacy, investing, and entrepreneurship. Listen to Podcast

Robert Balentine Featured on Atlanta Business Radio

Chairman Robert Balentine is featured on the Atlanta Business Radio podcast. In it, Robert discusses Balentine's approach to investing, generational wealth, and entrepreneurship. Listen here    

Journal of Wealth Management Editorial Board – Adrian Cronje (2021)

Adrian Cronje has been appointed to the Editorial Board of the Journal of Wealth Management, the only peer-reviewed journal devoted exclusively to original research and practical guidance for high-net-worth investors and family offices.
Atlanta Business Chronicle

What new infrastructure spending means for investors

April 26, 2021 | Last April, Mark Bell, Ph.D., wrote an article for the Atlanta Business Chronicle about a potential infrastructure renaissance. One year later, he reflects on his predictions in light of President Joe Biden’s American Recovery and Reinvestment Act and identifies what these changes could mean for investors. Read Article

Brittain Prigge Featured On “Wealth, Actually” Podcast

April 13, 2021 | President Brittain Prigge is featured on the “Wealth, Actually” podcast with Frazer Rice of Pendleton Square Trust. In it, Brittain discusses the importance of intentionality surrounding generational wealth and legacy and how she’s helping families navigate these crucial conversations. Listen to Podcast

Wealth Advisers: Here’s what to consider with Biden administration in charge

March 24, 2021 | Senior Relationship Manager Rob Ragsdale, CFP®, AIF® spoke with Triangle Business Journal about anticipated tax policy changes for corporations and high-net worth individuals under President Joe Biden. Read Article

Adrian Cronje: History and Discipline Creates Resilience

March 11, 2021 | CEO and CIO Adrian Cronje offered insights on economic trends in a post-coronavirus world in a podcast hosted by Capital Analytics. Watch Webinar

Adrian Cronje: The Limits of Traditional Economic Forecasting

February 18, 2021 | CEO and CIO Adrian Cronje discussed key themes of the post-coronavirus economy, particularly in regards to the real estate and construction industry, in a webinar hosted by Bennett & Pless. Watch Webinar.
Atlanta Business Chronicle

Brittain Prigge: “Leadership is a privilege that is earned and easily lost”

October 16, 2020 | Ahead of her official recognition as one of the 2020 Women Who Mean Business honorees, President Brittain Prigge, CFA, participated in a Q&A with the Atlanta Business Chronicle on topics ranging from her top accomplishment over the past year to the meaning of teamwork. Read Interview
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Robert Balentine: Improve the Fiduciary Model

October 16, 2020 | Chairman Robert Balentine was interviewed by Barron’s, during which he spoke about needed improvements to the fiduciary advice model, how Balentine has fared during the pandemic, and more. Read Interview
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Why These Millionaires Are Staying Put Despite a New Tax on Them

October 2, 2020 | Head of Family Office Services and Private Capital Mark Bell, Ph.D., spoke with ​The New York Times' Paul Sullivan about the changing tax landscape and the practical implications of New Jersey's so-called "millionaire's tax." Read Article
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Timber time for portfolios: It failed CIOs in 2007-2008 but this time might be different

October 1, 2020 | Mark Bell, Ph.D., Balentine's Head of Family Office Services and Private Capital, spoke with Real Assets Adviser about his view that with inflation and housing acting as undercurrents in this economy, it could be time for timber investments. Read Article
Atlanta Business Chronicle

Georgia business and civic leaders launch Georgia Support the Vote

September 23, 2020 | Balentine is proud to be a member company of the Georgia Support The Vote project. Recently launched by the Rotary Club of Atlanta, the project is a nonpartisan coalition of Georgia business and community leaders committed to promoting safe and fair elections in Georgia amidst the pandemic. Read Article
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Barron’s 2020 Top Independent Advisors

September 14, 2020 | Chairman Robert Balentine was named a Barron's 2020 Top Independent Advisor, his seventh-consecutive recognition on the annual list. Robert was again the highest-ranked independent advisor in Georgia and one of the top 30 nationwide. See Our Awards & Criteria
Atlanta Business Chronicle

Atlanta Business Chronicle’s Women Who Mean Business

September 9, 2020 | President Brittain Prigge, CFA, was named to the list of 2020 Women Who Mean Business by the Atlanta Business Chronicle. This award recognizes women who are leaving an indelible mark on the Atlanta business community. See Our Awards & Criteria
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The Way Forward: Beyond the Screens

September 9, 2020 | President Brittain Prigge, CFA, joined Sterling Shea on Barron’s Advisor’s “The Way Forward” podcast this week to discuss lessons learned from working remotely during COVID-19, including the importance of flexibility and how it will help attract and retain top industry talent. Her biggest takeaway? “Don’t waste this opportunity to learn.” Listen to Podcast
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2020 Readers’ Choice Awards: Best of Jewish Atlanta

August 4, 2020 | Readers of Atlanta Jewish Times voted Balentine a first-place winner for Investment and Financial Services in the Best of Jewish Atlanta 2020 awards. We sincerely appreciate the acknowledgement. See Our Awards & Criteria
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A capital markets update

July 29, 2020 | CEO Adrian Cronje, Ph.D., CFA, joined Vistage Worldwide Chief Research Officer Joe Galvin to discuss key aspects of an economic recovery.​ Watch Webinar

Paradise at 4,500 Feet

July 1, 2020 | Our State magazine's July issue features a photo essay of Southern Highlands Reserve, the non-profit native plant arboretum and research center founded by Chairman Robert Balentine and his wife, Betty. Read Article
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Why It’s Time to Rethink Bonds

June 5, 2020 | In a Barron’s interview with Gail MarksJarvis, CEO Adrian Cronje warns that bond investors “aren’t going to generate the income they have in the past from Treasuries, or even corporate or high-yield bonds.” Read Article
Atlanta Business Chronicle

Here are the 80 community leaders named to Leadership Atlanta’s Class of 2021

June 2, 2020 | Mark Bell, Ph.D., was one of 80 community leaders selected to join Leadership Atlanta's Class of 2021. Class members, selected from business, education, arts, technology, law, and medicine, will explore important regional issues and critically examine themselves as leaders during the nine-month program. View Full List  
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Top Advisors Give Back During Covid Crisis

May 26, 2020 | Chairman Robert Balentine was interviewed by Barron’s about our firm’s efforts to support local businesses and non-profits disproportionately affected by the coronavirus, including Atlanta Ballet and Covenant House Georgia. Read Article

Power Poll: Metro, state leaders on rebuilding economy

May 15, 2020 | The ​Atlanta Journal-Constitution quoted Chairman Robert Balentine in its May 2020 "Power Poll: Metro, state leaders on rebuilding economy." Read Poll Results

Managing Business Through Crisis and Beyond

May 13, 2020 | On the heels of being named a 2019 Top New Vistage Speaker, CEO Adrian Cronje held webinars about the coronavirus crisis with Vistage Groups across the Southeast and with TEC Canada. Watch Replay
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Infrastructure Report: The prospects for a federal infrastructure stimulus bill

May 2020 | Mark Bell, Balentine's head of family office services and private capital, was featured in a recent Real Assets Adviser podcast about the prospects of an infrastructure spending bill. Listen to Podcast
Atlanta Business Chronicle

What an infrastructure spending bill could look like and what it means for investors

April 9, 2020 | “Infrastructure investment in the U.S. has long been a question of when and not if, and it appears that the time is now,” shares Mark Bell, Ph.D., head of family office services and private capital, in his timely Atlanta Business Chronicle op-ed about what an infrastructure stimulus package could look like and how the investments might be made. Read Op-Ed
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2020 Top Advisor Rankings by State

April 2020 | Barron's has again named Chairman Robert Balentine one of America's Top 1,200 Financial Advisors. We are proud to have his leadership as a steady hand. See Our Awards & Criteria
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Managing Your Business Through Crisis and Beyond

April 3, 2020 | CEO Adrian Cronje, Ph.D., CFA, joined Vistage Worldwide's Chief Research Officer, Joe Galvin, for a national webinar to discuss the rapidly changing economic landscape and best practices for navigating your business through crisis and beyond. Watch Replay

A Place Apart: Near Lake Toxaway, a One-of-a-Kind Native Plant Sanctuary Preserves and Restores

Spring 2020 | Southern Highlands Reserve, the not-for-profit native plant arboretum and research center founded by Chairman Robert Balentine, was featured in the Spring 2020 version of WNC Magazine. Read Article
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Roundtable: How will investing by family offices change as wealth is transferred to a new generation?

March 1, 2020 | Real Assets Adviser interviewed Head of Family Office Services and Private Capital Mark Bell, Ph.D., for a roundtable about how family office investing will change as wealth transfers to a new generation. Read More

Stock market falls on coronavirus concern? Advisers still suggest calm

February 24, 2020 | Amid ongoing concerns about coronavirus, Chairman Robert Balentine spoke with the Atlanta Journal-Constitution, reminding investors to avoid reacting from an emotional standpoint.​ Read Article
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Less taxing situations: New products and structures providing investors with tax optimization strategies

October 1, 2019 | Real Assets Adviser featured an article by Mark Bell, Balentine's head of family office services and private capital, which addressed items of particular import to high-net-worth and family office clients. Read Article
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Barron’s 2019 Top Independent Advisors

September 13, 2019 | Chairman Robert Balentine was named a Barron's 2019 Top 100 Independent Advisor, his sixth-consecutive recognition on the annual list. Robert was again the highest-ranked independent advisor in Georgia and one of the top 25 nationwide. See Our Awards & Criteria
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FT 300 list: the top U.S. registered investment advisers in 2019

June 27, 2019 | Balentine has been named to the 2019 edition of the Financial Times' 300 Top Registered Investment Advisers. This is Balentine's fifth recognition on the FT 300 list, which recognizes top independent RIA firms from across the U.S. See Our Awards & Criteria
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Women Make Great Financial Advisors. So Why Aren’t There More?

June 8, 2019 | President Brittain Prigge spoke with Barron's about the unique role women play in finance and what makes them great financial advisors. Read Article
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Planting a Legacy

Spring 2019 | Chairman Robert Balentine and the non-profit he founded, Southern Highlands Reserve, were featured in Vistage Perspectives (pages 1-2) and in the May 2019 issue of Inc. magazine. Read Article
Alpharetta-Roswell Herald Logo

Wealth management adviser covers basics of financial literacy

April 10, 2019 | As documented by the Alpharetta-Roswell Herald, Robert Balentine gave a speech to the Rotary Club of Roswell about "The Meaning of Money: What I Have Learned in 40 Years of Managing Wealth.” Read Article
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2019 Top 1200 Financial Advisors

March 8, 2019 | Chairman Robert Balentine has been ranked one of Georgia's Top Financial Advisors by Barron's. Robert is Georgia's top independent advisor for the fifth consecutive year, and he ranked second overall. See Our Awards & Criteria
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Meet Vistage Member Robert Balentine

March 2019 | Executive coaching firm Vistage Worldwide profiled 25-year member Robert Balentine in a recent "Member Success Story," detailing the challenges and successes of his ongoing entrepreneurial journey. Read Profile

2019 Atlanta 500: Business

January 22, 2019 | Robert Balentine was included in Atlanta magazine's first annual special publication, The Atlanta 500, recognizing the most influential Atlantans across all industries. See Our Awards & Criteria
Atlanta Business Chronicle

The Extra Mile: Balentine

January 21, 2019 | Balentine was featured in "The Extra Mile," a segment on the Atlanta Business Chronicle's weekly BIZ show. President Brittain Prigge explained how our corporate giving and volunteer efforts strategically focus on programs serving underprivileged youth. Watch Video

Stock market starts winter dropping like the fall

December 21, 2018 | Adrian Cronje spoke with The Atlanta Journal-Constitution's Mike Kanell last month, sharing his thoughts on the stock market's tumultuous fourth quarter and what lies ahead in 2019. Read Article
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Balentine: Fourth place, money managers with 20 to 49 employees

December 10, 2018 | Balentine was recognized as a 2018 Pensions & Investments Best Place to Work in Money Management winner, ranking in the top five among firms with 20 to 49 employees. This is Balentine's fifth appearance on the list. See Our Awards & Criteria
Atlanta Business Chronicle

Viewpoint: How to avoid the ‘shirtsleeves to shirtsleeves’ phenomenon

November 30, 2018 | Chairman Robert Balentine’s article, "How to avoid the 'shirtsleeves to shirtsleeves' phenomenon" was published by the Atlanta Business Chronicle. Read Op-Ed
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Advisory firms make their mark by running strong businesses

November 24, 2018 | Balentine was one of 11 firms to receive InvestmentNews' Best Practices Award for ranking in the top quartile of 385 independent advisory firms that participated in the 2018 InvestmentNews Pricing and Profitability study. According to InvestmentNews, Balentine's "all-star practices" include 35% AUM growth and maintaining an operating profit margin above 20%. See Our Awards & Criteria
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Why wealth management needs more women

November 17, 2018 | President Brittain Prigge contributed an article to InvestmentNews about the need for more women in wealth management.  Read Article
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Top Independent Financial Advisors

September 14, 2018 | Chairman Robert Balentine has been named to Barron's 2018 list of Top 100 Independent Financial Advisors. He was once again the highest-ranked independent advisor in Atlanta and the Southeast, and one of the top 25 nationwide; this is Robert's fifth consecutive appearance on the list. See Our Awards & Criteria

From Pizza Vending Machines to Powerboats: Don’t Offer Direct Investments Until You Know This

August 1, 2018 | CEO Adrian Cronje was recently interviewed by Financial Advisor IQ, during which he explained both the benefits and risks associated with direct investing. Read Article
Atlanta Business Chronicle

Q&A with Robert Balentine, 2018 Most Admired CEO

July 30, 2018 | Chairman Robert Balentine has been named to the Atlanta Business Chronicle's list of 2018 Most Admired CEOs. To mark the occasion, he participated in a leadership-focused Q&A with the ABC. See Our Awards & Criteria
Atlanta Business Chronicle

Atlanta wealth management firm Balentine expands leadership team

June 4, 2018 | Balentine is proud to announce the appointment of Adrian Cronje to chief executive officer and Brittain Prigge to president, effective June 1. As detailed in the Atlanta Business Chronicle, Robert Balentine will continue to serve as chairman and remain actively involved, shaping the strategy, client engagement process, and overall direction of the firm. Read Announcement

goBeyondProfit Company Spotlight: Balentine

May 2018 | Balentine is proud to join a growing list of Georgia businesses that have signed the goBeyondProfit pledge. We are committed to continuing our more than 30-year legacy of giving back to the community. View Spotlight

‘We haven’t been in contact since’: Closed-end PM gets shut out

March 15, 2018 | Balentine Director of Manager Selection and Implementation (and unofficial Lego “master builder”) Ben Webb, CFA, recently caught up with Citywire. Ben shared his thoughts on a number of items, such as how he would invest $100,000 and his dream family vacation. Read Interview
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2020 Top Advisor Rankings by State

March 2018 | Barron's has once again named CEO Robert Balentine one of Georgia’s Top Financial Advisors. Robert is Georgia’s top independent advisor for the fourth consecutive year, and he was ranked fourth overall. See Our Awards & Criteria
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Balentine: Third place, money managers with 20 to 49 employees

December 11, 2017 | Balentine was honored to be recognized as a 2017 Pensions & Investments Best Places to Work in Money Management winner, coming in third among firms with 20 to 49 employees. This is Balentine's fourth appearance on P&I's annual list. See Our Awards & Criteria

Strategic Partner Spotlight: Balentine

November 13, 2017 | As a company of entrepreneurs, we were excited about the opportunity to become a strategic partner of the Council for Entrepreneurial Development (CED), a network helping Triangle entrepreneurs build successful companies. Read Spotlight
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Independent Advisors: 2017’s Top 100

September 15, 2017 | CEO Robert Balentine was once again named the top independent advisor in Atlanta and the Southeast by Barron’s. Robert jumped 16 spots to land at #24 on the list of the country’s Top 100 Financial Advisors. This marks Robert’s fourth appearance on the prestigious list. See Our Awards & Criteria

Preservation Heroes: Betty and Robert Balentine

August 16, 2017 | The Library of American Landscape History honored Betty and Robert Balentine with the 2017 Preservation Hero Award for their work with the non-profit Southern Highlands Reserve (SHR). Founded by the Balentines in 2002, SHR is a native plant arboretum and research center dedicated to sustaining the natural ecosystems of the Blue Ridge Mountains. Read Article

A Conversation with David Damiani, CFO and Founding Partner at Balentine

May 2, 2017 | Chief Financial Officer David Damiani, in an interview with the CFO Leadership Council, shared insights about his career path, continuing education, and the importance of effective communication. Read Interview

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